About the role
Soraban is building AI tax workflow automation software for modern accounting firms. Our platform helps accounting firms automate client intake, document processing, tax preparation workflows, and service delivery.
We are looking for tax accountants who:
- are tired of going through tax seasons every year trying to maximize billing hours.
- are excited to redefine the modern tax engagement.
- enjoy explaining how work actually gets done inside a firm, and want to help other firms get there faster.
This is a Solutions Engineer role that sits between our Sales and Product team, built for someone who has lived inside a tax practice rather than someone with a traditional sales background. Our newest product, sit deep in the preparer's workflow. Showing a firm how they fit into its existing tax software, review process, and staffing model takes real preparation experience. You will partner with our account executives on discovery and demo calls, translate a prospect's current workflow into how it would run on Soraban, and carry the technical and tax side of the conversation from first call through pilot and handoff to onboarding.
Requirements
The ideal candidate should have a strong background in tax preparation within mid-market or large tax accounting firms (50+ employees), and a deep understanding of the entire tax filing lifecycle, including:
- Client onboarding and data collection
- Document handling and review
- Tax preparation and review workflows
- Delivery of returns to clients
- Filing with federal and state tax authorities
What You'll Own and Drive
Discovery and Workflow Mapping: Join account executives on prospect calls to understand how the firm intakes clients, moves documents, preps, reviews, delivers, and files today. Identify where Soraban fits, and be honest about where it does not.
